4Twenteezs with Pablo Zuanic

Pablo Zuanic

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis and hemp industry, helping investors better understand the dynamic sectoral landscape and gain first-hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

  1. Fireside Chat with Advanced Flower Capital C-Suite

    FEB 9

    Fireside Chat with Advanced Flower Capital C-Suite

    Speakers: Daniel Neville, Chief Executive Officer & Partner Robyn Tannenbaum, Chief Investment Officer & President Discussion Points: Company outlook post the conversion to BDCDiversification plans away from cannabisRoom to fund loan book growthLikely book size and metrics by YE26Outlook for the mortgage REIT and BDC sector, in generalCannabis sector federal and state outlookState of the book’s non-accrualsManaging interest rate risk and unscheduled early repayments #cannabisstocks #cannabisindustry #AdvanceFlowerCapital #AFCGamma #AFCG Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

    58 min
  2. Fireside Chat with the CEO of NewLake Capital Partners

    FEB 5

    Fireside Chat with the CEO of NewLake Capital Partners

    Speakers: Anthony Coniglio, Chief Executive Officer, NewLake Capital Partners Discussion Points · How potential regulatory changes at the federal (s3) and state (TX, VA, etc) level are impacting demand for credit so far from cannabis (MJ) companies · Sizing up the competition (other sale leaseback; mortgage REITS; BDCs; regional banks) · Has sale lease back lost its edge vs. other credit alternatives vs. 5 years ago · Potential opportunities to fund expansion in Europe · Quality of the NLCP tenant book, and benchmarking with IIPR · A discussion of all key tenants, and any problem areas · Ability to cover the dividend · NLCP diversifying outside cannabis · Potential catalysts for NLCP shares #cannabisstocks #cannabisindustry #NewLakeCapital #REIT #NLCP Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

    1h 2m
  3. Panel: Israel Market Outlook, Import & Export Potential

    FEB 2

    Panel: Israel Market Outlook, Import & Export Potential

    Speakers: Alex Rabinovich, Chairman and CEO, Intercure Ltd Mike Gorenstein, Chairman and CEO, Cronos Group Discussion Points: The Cronos and Intercure operations in IsraelState of the domestic marketImpact of reforms implemented in 2024Key producers, importers, distributors, and retailersHow the market was impacted by Oct 7Israel’s export potentialThe country’s presumed advantage in geneticsHow Israel can better leverage its pioneering MJ know-how globally#cannabisstocks #cannabisdispensary #globalcannabis #Israelcannabis #cannabislegalization #Intercure #Cronosgroup Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

    54 min
  4. 260127 German MMJ Market Outlook

    JAN 27

    260127 German MMJ Market Outlook

    Speakers: Sascha Mielcarek, CEO, Canify AG Constantin von der Groeben, Co-Founder and Strategic Advisor, Demecan Philip Schetter, CEO, Cantourage Group SE Discussion Points: • A look back at 2025: market growth; pricing; segmentation • How imports and the supply chain are evolving • Will the Bundestag modify the MOH proposal • How companies will adapt to the potential changes • Is there more financing available for the German companies • M&A and consolidation outlook? • Plans outside Germany #cannabisstocks #cannabisdispensary #globalcannabis #germanycannabis #cannabislegalization #canify #DEMECAN #Cantourage Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

    1h 6m
  5. 260122 Zoom Panel : Canada Market Outlook with LP CEOs

    JAN 22

    260122 Zoom Panel : Canada Market Outlook with LP CEOs

    Speakers: Margaret Brodie, CEO, Rubicon Organics Hugo Alves, CEO, Auxly Cannabis Group Cyrus Hambaz, CEO, Canadian Clinical Cannabinoids David Schwede, CEO, Heritage Cannabis Discussion Points: Industry outlook: volumes; pricing; marginsInnovation trends by key formatsIndustry shake-out coming; or already here?Potential regulatory changes – at the federal and province levelLP dynamics with the boards and retailersExport market potential and impact on domestic pricing#RubiconOrganics #HeritageCann #AuxlyGroup #Cannabis #Cannabisindustry #PabloZuanic #tilray #CanopyGrowth #villagefarms #Aurora_MMJ #cronosgroup #Decibel Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

    1h 2m
  6. 260113 Fireside Chat with Peter Sack, Managing Partner at Chicago Atlantic

    JAN 13

    260113 Fireside Chat with Peter Sack, Managing Partner at Chicago Atlantic

    Speaker: Peter Sack, Managing Partner, Chicago Atlantic Discussion Points Outlook for the mortgage REIT and BDC sector, in generalCannabis sector federal and state outlookCoordination between REFI, LIEN, and the private side of Chicago Atlantic groupClose look at the loan book of REFI and LIENA review of REFI’s 3-year performance re non-accrualsManaging interest rate risk and unscheduled early repayments #cannabis #cannabisindustry #ChicagoAtlantic #REFI #LIEN #REITs #BDCs #PabloZuanic Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

    1h 1m
  7. 260112 US Market Outlook - CEOs Panel

    JAN 12

    260112 US Market Outlook - CEOs Panel

    Speaker: Eric Offenberger, CEO, Vext Science Robert Groesbeck, Co-CEO, Planet 13 Holdings Jason Vedadi, CEO, Story Companies Sam Brill, CEO, Ascend Wellness Holdings #CannabisIndustry #USMarket #Cannabisinvesting #StoryCannabis #Planet13 #Vext Science $PLNHF $PLTH $VEXTF $AAWH #Ascendholdings Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

    1h 4m

About

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis and hemp industry, helping investors better understand the dynamic sectoral landscape and gain first-hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

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